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State Street SPDR S&P 400 Mid Cap Growth ETF

298 hedge funds and large institutions have $1.37B invested in State Street SPDR S&P 400 Mid Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 296298 (+2)

0.77% less ownership

Funds ownership: 76.04%75.27% (-0.77%)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

10% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 117

Holders
298
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
24
Increased
105
Reduced
117
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
301
Prospera Financial Services
Texas
-$4.48M -62,497 Closed
CWM
302
Cordatus Wealth Management
Pennsylvania
-$4.22M -58,961 Closed
UBS AM
303
UBS AM
Illinois
-$1.25M -18,286 Closed
TAIM
304
TD Ameritrade Investment Management
Nebraska
-$671K -9,366 Closed
CCM
305
Crabel Capital Management
California
-$342K -4,767 Closed
GWP
306
Gateway Wealth Partners
Wisconsin
-$301K -4,207 Closed
RJA
307
Raymond James & Associates
Florida
-$227K -3,175 Closed
AWM
308
Apollon Wealth Management
South Carolina
-$220K -3,073 Closed
CTFG
309
Capstone Triton Financial Group
Oklahoma
-$216K -3,015 Closed
FIM
310
Fernwood Investment Management
Massachusetts
-$205K -2,866 Closed
PPP
311
Private Portfolio Partners
New Jersey
-$203K -2,838 Closed
PIAS
312
PCA Investment Advisory Services
Ohio
-$202K -2,819 Closed
WP
313
WealthPLAN Partners
Nebraska
-$188K -2,623 Closed
AP
314
Atwood & Palmer
Missouri
-$186K -2,594 Closed
KM
315
Kalos Management
Georgia
-$47.9K -668 Closed
LC
316
Lindbrook Capital
California
-$15.4K -215 Closed
KFS
317
Kelly Financial Services
Massachusetts
-$4.28K -60 Closed
HWA
318
HHM Wealth Advisors
Tennessee
-$402 -6 Closed

MDYG Hedge Fund Activity: Q3 2023 in Review

298 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) for Q3 2023, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MDYG positions and 19 closed out — a net gain of 5 holders — while 105 added to existing stakes and 117 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $14M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $25.5M.

  • 298 institutional investors held State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) as of Q3 2023, up from 296 in Q2 2023.
  • Funds reported $1.37B of State Street SPDR S&P 400 Mid Cap Growth ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 24 funds opened new State Street SPDR S&P 400 Mid Cap Growth ETF positions in Q3 2023 and 19 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $14M added.
  • The largest State Street SPDR S&P 400 Mid Cap Growth ETF seller in Q3 2023 was Qube Research & Technologies (QRT), an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2023.